As a result of testing by UC San Diego, I've confirmed the 4680 uses synthetic anode. The question is, what are the implications of that? To answer that question, today I’m going to walk you through the analysis done by UC San Diego, the differences between synthetic and natural graphite anodes, why Tesla may have chosen synthetic graphite, and what that choice could mean for Tesla’s supply chain.

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Timeline
00:00 Introduction
01:34 Clarifying Terminology
02:31 Graphite Analysis by UC San Diego // Scanning Electron Microscope Inspection
04:46 Graphite Analysis by UC San Diego // X-Ray Diffraction
07:28 Natural vs Synthetic Anode // Production
08:51 Natural vs Synthetic Anode // Performance and Cost
10:17 Why did Tesla Choose Synthetic? // Some Perspective
11:56 Why did Tesla Choose Synthetic? // Technical and Supply Chain Reasons
19:52 Odds and Ends // Silicon, Talga, Novonix
21:22 Summary



Intro Music by Dyalla: Homer Said